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Our Clients

Meet Professor Dave & his wife, Debbie

Meet Professor Dave & his wife, Debbie

Dave is great at what he does! No one knows foreign policy like him. In the past 30 years, he has taught at 3 universities and worked on over a dozen government panels. Debbie worked as an office manager in a busy dental office after raising their children.

During their careers, they have lived a modest lifestyle and diligently contributed to their retirement plans, which now total $1.7M. They are a little embarrassed to admit that they are not sure how their investments really work or if it will be enough.

Another professor in his department told Dave and Debbie that they should come see us. The introduction helped them feel more comfortable setting up an initial meeting.

Meet Bill & Stephanie

Meet Bill & Stephanie

Bill has been working in the same industry for his entire career. He now fills an executive level position with her company, and he is beginning to think about retirement. Bill's wife, Stephanie, is also a professional and loves her job. But she is thinking about retiring before Bill and isn't sure if it's possible.

Over the years Bill has contributed to 401(k) plans at each job and as an executive, he now has a deferred compensation plan, company stock options, and a small pension. Stephanie, also has multiple 401(k) accounts and some small IRAs here and there.

Both have been so focused on their careers and trying to raise the kids that their own personal financial plan has been a bit neglected. They are not sure how all their financial accounts will  work together in retirement and how they will be taxed.

Bill was introduced to us by another executive at his company. While he is not yet ready to retire, through our process, they discovered that Stephanie can stop working in a year and Bill will join her 5 years after that.

Who is a typical client of our firm?

Who is a typical client of our firm?
  • Most married couples 45-70 years old with $1M or more of assets to invest.

  • Many are professors or business executives.

  • What they have in common is a laser focus on their unique area of expertise with little time for anything else.

  • They value a close relationship with their advisor.

  • They want their advisor to know just as much about them as their money.